WEALTH MANAGEMENT
TAILORED OFFERINGS TO HELP YOU MANAGE YOUR WEALTH IN A WAY THAT ALIGNS WITH YOUR LIFE GOALS.
WEALTH MANAGEMENT
Our success stems largely from a prudent and disciplined investment management process. This discipline is an investment management approach based on both fundamental and technical analysis rather than emotional driven investing. Our philosophy is grounded in a customized approach for long-term success.
Charles Schwab Alliance
Custodian partnership for client accounts is critical. Cyber security, identity theft, speedy and competent client support, capabilities, critical to having the right partners on your team. Charles Schwab Inc. continues to be that proven custodian partner for us and our clients.
Satisfaction Guaranteed
We believe every investor deserves to work with a firm they can count on. At Windfall Advisors, our commitment to your satisfaction is backed by a guarantee. If for any reason you’re not completely satisfied, we’ll refund any eligible fees from the last billable quarter. You won’t find that kind of promise everywhere—but you will find it here. Please see Satisfaction Guaranteed details.
investment
FREQUENTLY ASKED QUESTIONS
Yes! Your FDIC Insured investments accounts will be through our partners Charles Schwab Inc.
Yes! With our custodian partners Charles Schwab Inc, your accounts have SIPC® protection.
Our client accounts held with Charles Schwab Inc. have the highest level of confidence. Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity.
GET STARTED
Financial CONSULTING
Empower your financial journey with personalized Financial Consultation & Coaching services. Whether you’re aiming for wealth accumulation, debt management, or planning for a secure future, our expert consultants provide tailored guidance to suit your unique goals.
GET STARTED
investment
Initial Call- Free
Clients*- Included
Non-Client- $1,000 $500
($500 Credited back upon becoming a client with investment accounts under management)
Financial planning
The saying goes, “failing to plan is planning to fail”. Having the right financial plan in place with active monitoring is critical to your success. The plan data is also critical in driving the correct strategy and structure for your investments.
12 CFP’s
Our clients benefit from a team of expert planners. Backed by our partnership with eMoney Advisor’s Financial Planning Group with 12 CFP Certified Financial Professionals on staff.
A few important area’s we touch on are:
• Cash Flow Planning
• Retirement Income Planning
• Real Estate
• Business & Estate planning
• Tax minimization
• What-if scenario planning
Comprehensive Financial Planning
Knowing exactly where you stand financially will provide you with peace of mind.
With your Windfall Advisor, you will be able to maximize your financial situation. Know exactly where you stand at all time with over 30 real time reports such as:
• Balance Sheet
• Income & Expense Reports
• Asset Allocation Reports
• Estate Plan Reports
• Portfolio Reports
• Investment Report
FREQUENTLY ASKED QUESTIONS
We believe a clients unique financial plan should dictate the strategy and structure of the assets.
Your Windfall Financial Advisor alongside 12 CFP Certified Financial Planning professionals at eMoney Advisors Financial Planning Group.
Your financial advisor should be visiting your financial plan quarterly at minimum. Typically financial plans are discussed with more frequency at the start of the advisory relationship when the plan is being developed. Once the details are established, the plan is reviewed quarterly and updated on an as needed.
Client & Family Info
Financial Priorities- Retirement Planning, Saving for College, Saving for Major Purchases, Managing a Budget, Investment Management, Minimizing Taxes, Appropriate Insurance Coverage, Providing a Legacy, Caring for Parents, Contributing to Charity
Goals- Retirement, Leave to Heirs, Education, Travel, Home Improvement, Wedding, Celebration, Elder Care, Other
Net Worth- Assets and Liabilities. Taxable Investment, Cash, IRA or Qualified Retirement Plan, Roth IRA, Health Savings Account, SEP, Annuity, Deferred Compensation, Real Estate, Personal Property, Business, Note Receivable, Mortgages, Loans
Income and Social Security- Salary & Bonus, Deferred Income, Immediate Annuity, Other income
Expenses and Taxes- Living expenses and Federal, State and Local Tax Assumptions, Mortgages, Loans,
Savings and Contributions
Asset Allocation- Current allocation, Risk Tolerance, Portfolio Stress Testing
Protection- Life Insurance, Long Term Care Insurance, Disability Income Insurance, Business Disability Insurance, Property Casualty Insurance, Medical Insurance
Net Worth, Balance Sheet, Cash Flow Statement, Account information, Annuities, Assets, Balance Sheet, Business, Buy/Sell Transaction, Cash Flow, Detailed Balance Sheet, Detailed Estate Calculations, Detailed Flow Charts, Disability Insurance, Education & Expense Goals, Education Planning Estate Calculations, Estate Distribution, Estate Liquidity, Estate Plan Techniques, Estate Transfer, Expense Planning, Fact Details, Fact Summary, Flow Charts, Gift Tax, Income Tax, Insurance vs. Investing Comparison, Investments, Ledger, Life Insurance Long Term Care Insurance, Monte Carlo, Multi-Generational Transfers, Net Worth, Objectives, Plan Summary, Portfolio Analysis, Portfolio Reinvestment, Protection, Retirement Planning, Statements, Stock Options / Grants, What ifs
investment
Client*- Included
Non-Client- $10,000 $4,750